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Tuesday 7 April 2026
Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives

AI-driven demand is pushing advanced chip packaging to its limits, exposing constraints in TSMC's CoWoS capacity and forcing hyperscalers...

Tuesday 7 April 2026
Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce
In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026,...
Tuesday 7 April 2026
Cincoze Launches DX-1300 High-Performance Compact Industrial Computer

Cincoze has announced the latest addition to its Rugged Computing - DIAMOND product line: the DX-1300 high-performance compact industrial computer. The DX series, already...

Thursday 2 April 2026
Intel expands SambaNova stake, governance questions surface

Intel plans to invest a further US$15 million in AI chip startup SambaNova Systems, lifting its stake to about 9% pending regulatory...

Thursday 2 April 2026
Intel buyback signals shift beyond austerity as chipmaker regains confidence
Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...
Tuesday 31 March 2026
Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity...

Monday 30 March 2026
Phison and Intel go hybrid to keep China's AI lobster craze from burning out
The recent craze for OpenClaw "lobster raising" in China has sparked massive token consumption, with Yangtze Memory Technologies (YMTC) calling it the first killer app of AI agents...
Saturday 28 March 2026
Can Tesla's Terafab revive US semiconductor manufacturing?
Elon Musk, CEO of Tesla, announced in mid-March that he would launch the Terafab megafab project within seven days, and on March 21 confirmed that the facility will be built in Austin,...
Friday 27 March 2026
Intel confirms CPU price rises amid supply constraints, raising global hardware costs
Intel has confirmed it has begun raising CPU prices for OEM customers in response to ongoing supply constraints and rising raw material costs. According to Nikkei Asia, both...
Wednesday 25 March 2026
Taiwan plans national security law revisions after TSMC data breach involving former SVP
Following the case of former TSMC senior vice president Wei-Jen Lo taking sensitive company data, Taiwan's Ministry of Justice has proposed amendments to strengthen the National Security...
Wednesday 25 March 2026
SoftBank-backed SAIMEMORY plans post-HBM shift with vertical memory tech
SAIMEMORY, a Japanese startup backed by SoftBank, is positioning its proprietary Z-Angle Memory (ZAM) as a potential successor to high-bandwidth memory (HBM) as physical limits begin...
Monday 23 March 2026
Explainer: Why Nvidia's Groq LPU runs on Samsung silicon— Groq's scale and inference strategy
Nvidia CEO Jensen Huang highlighted at GTC 2026 that AI has shifted from early model training to an era defined by inference and agent computing. To meet growing inference demands,...
Friday 20 March 2026
When secrets walk out the door: TSMC's cross-border IP battle tests Taiwan's legal reach
TSMC built its dominance not just on cutting-edge fabs, but on closely guarded know-how that rivals cannot easily replicate. Now, that edge is at the center of a high-stakes legal...
Friday 20 March 2026
Intel pushes large-area AI packaging to close foundry gap
Intel is reportedly preparing large-area AI chip packaging to strengthen its foundry business and challenge TSMC and Samsung Electronics.
Thursday 19 March 2026
Intel Xeon 6 wins CPU slot in Nvidia DGX Rubin, stakes claim in AI inference stack
Intel's Xeon 6 processors have been selected as the host CPU for Nvidia's DGX Rubin NVL8 system — a move announced at GTC 2026 that gives concrete form to the two companies'...